Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
SBI MF - ESG Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
2.26%
6 Months
2.18%
18.40%
1 Year
−4.96%
9.21%
3 Years
15.69%
13.13%
5 Years
15.58%
13.39%
Since Inception
10.95%
14.83%
Fund Age
8 yrs 8 mo
10 yrs
AUM
₹649.19 Cr
₹666.2 Cr
Alpha – 1 Year
−4.53%
9.64%
Alpha – 3 Years
7.12%
4.56%
Information Ratio – 3 Years
0.60
0.38
Volatility – 1 Year
15.34%
18.95%
Volatility – 3 Years
18.43%
16.01%
Beta – 1 Year
0.74
0.98
Beta – 3 Years
0.99
0.90
Sharpe Ratio – 1 Year
-0.61
0.27
Sharpe Ratio – 3 Years
0.59
0.52
Worst Rolling Year
-6.10%
-3.31%
Value at Worst Rolling Year
₹0.94 Cr
₹0.97 Cr
Deepest Drawdown
−22.16%
−20.80%
Recovery Period
122 days
109 days
1-Year Rolling Windows Positive
91.42%
96.71%
Median Rolling Year
20.85%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 13% · M 17% · S 66%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%